L & S Advisors Inc
Los Angeles CA · SEC CIK 0001392364
$9.67亿2026Q2 申报市值
236持仓数
18.1%前十大占比 · 第一大 2.7%
30 / 38新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AXP 加仓+$1,065.22万
GLW 新建仓+$1,061.80万
DVN 新建仓+$1,010.47万
UNH 新建仓+$1,007.90万
VLO 新建仓+$982.04万
2026Q2 卖出最多 按季末市值估算
SPY 减仓-$2,991.81万
AEP 减仓-$1,117.22万
DUK 减仓-$1,054.94万
GILD 清仓-$1,048.83万
MU 减仓-$851.75万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| KMI | KINDER MORGAN INC | $481.16万 | 0.50% | 150,504 | 3,794 | 2.6% | $12.13万 | 加仓 |
| CL | COLGATE-PALMOLIVE COMPANY | $485.67万 | 0.50% | 52,974 | 52,974 | — | $485.67万 | 新建仓 |
| URI | UNITED RENTALS INC | $486.69万 | 0.50% | 4,296 | -4,493 | -51.1% | -$509.01万 | 重新持有 |
| JCI | JOHNSON CONTROLS | $489.82万 | 0.51% | 33,524 | -31,639 | -48.6% | -$462.28万 | 重新持有 |
| CVS | CVS HEALTH CORP | $490.44万 | 0.51% | 47,408 | -3,867 | -7.5% | -$40.00万 | 重新持有 |
| WSM | WILLIAMS SONOMA INC | $502.94万 | 0.52% | 21,576 | 21,576 | — | $502.94万 | 新建仓 |
| UNP | UNION PACIFIC CORP | $510.46万 | 0.53% | 18,767 | 18,767 | — | $510.46万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS | $515.31万 | 0.53% | 6,752 | 2,122 | 45.8% | $161.95万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES | $516.31万 | 0.53% | 8,888 | 8,888 | — | $516.31万 | 新建仓 |
| KLAC | KLA CORPORATION | $532.13万 | 0.55% | 17,637 | -6,943 | -28.2% | -$209.48万 | 减仓 |
| AMGN | AMGEN INC | $534.78万 | 0.55% | 14,768 | -42 | -0.3% | -$1.52万 | 减仓 |
| ANGL | VANECK FALLEN ANGEL HIGH YIELD | $542.88万 | 0.56% | 185,662 | 185,662 | — | $542.88万 | 新建仓 |
| — | VANECK AA-BB CLO ETF | $546.95万 | 0.57% | 108,283 | -14,379 | -11.7% | -$72.63万 | 减仓 |
| LIN | LINDE PLC | $552.26万 | 0.57% | 10,642 | 10,642 | — | $552.26万 | 新建仓 |
| AVUS | AVANTIS US EQUITY ETF | $585.03万 | 0.60% | 45,677 | -143 | -0.3% | -$1.83万 | 减仓 |
| TJX | TJX COMPANIES INC | $594.18万 | 0.61% | 39,220 | 1,128 | 3.0% | $17.09万 | 加仓 |
| STX | SEAGATE TECHNOLOGY | $601.10万 | 0.62% | 6,229 | -6,216 | -49.9% | -$599.84万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $606.91万 | 0.63% | 9,502 | -9,501 | -50.0% | -$606.85万 | 减仓 |
| ARM | ARM HOLDINGS PLC ADR | $623.62万 | 0.64% | 17,588 | 17,588 | — | $623.62万 | 新建仓 |
| DLR | DIGITAL REALTY TRUST INC | $666.38万 | 0.69% | 37,108 | 11,174 | 43.1% | $200.66万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $691.19万 | 0.71% | 5,988 | -7,379 | -55.2% | -$851.75万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK ETF | $698.01万 | 0.72% | 18,863 | -22 | -0.1% | -$8,141 | 减仓 |
| BE | BLOOM ENERGY CORP | $718.16万 | 0.74% | 23,725 | -9,606 | -28.8% | -$290.77万 | 减仓 |
| WMB | WILLIAMS COMPANIES INC | $749.18万 | 0.77% | 100,778 | -65,775 | -39.5% | -$488.97万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $761.60万 | 0.79% | 22,333 | -240 | -1.1% | -$8.18万 | 减仓 |
| ABBV | ABBVIE INC | $779.02万 | 0.81% | 30,958 | 19,350 | 166.7% | $486.92万 | 加仓 |
| MMM | 3M COMPANY | $783.66万 | 0.81% | 48,401 | 1,415 | 3.0% | $22.91万 | 加仓 |
| WMT | WAL-MART STORES INC | $793.60万 | 0.82% | 70,069 | 875 | 1.3% | $9.91万 | 加仓 |
| INTC | INTEL CORP | $806.27万 | 0.83% | 57,743 | 51,040 | 761.5% | $712.67万 | 加仓 |
| IBB | ISHARES BIOTECHNOLOGY | $875.71万 | 0.91% | 46,044 | 46,044 | — | $875.71万 | 新建仓 |
| CB | CHUBB LTD | $918.94万 | 0.95% | 26,969 | 12,859 | 91.1% | $438.16万 | 加仓 |
| DOV | DOVER CORP | $921.22万 | 0.95% | 41,074 | 740 | 1.8% | $16.60万 | 加仓 |
| UAL | UNITED AIRLINES | $937.99万 | 0.97% | 68,975 | 68,975 | — | $937.99万 | 新建仓 |
| RCL | ROYAL CARIBBEAN CRUISES | $940.14万 | 0.97% | 29,608 | 29,608 | — | $940.14万 | 新建仓 |
| RTX | RTX CORPORATION | $949.28万 | 0.98% | 50,033 | 17,136 | 52.1% | $325.12万 | 加仓 |
| VSXY | VICTORIA'S SECRET & CO | $959.02万 | 0.99% | 114,880 | 114,880 | — | $959.02万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $960.09万 | 0.99% | 29,083 | 29,083 | — | $960.09万 | 新建仓 |
| SPG | SIMON PROPERTY GROUP | $967.69万 | 1.00% | 43,268 | 21,346 | 97.4% | $477.40万 | 重新持有 |
| DELL | DELL TECHNOLOGIES INC | $971.09万 | 1.00% | 22,507 | 6,010 | 36.4% | $259.31万 | 重新持有 |
| V | VISA INC | $975.04万 | 1.01% | 28,419 | 27,372 | 2,614.3% | $939.11万 | 加仓 |
| VLO | VALERO ENERGY CORP | $982.04万 | 1.02% | 37,707 | 37,707 | — | $982.04万 | 新建仓 |
| BAC | BANK OF AMERICA CORP | $984.84万 | 1.02% | 172,839 | 162,499 | 1,571.6% | $925.92万 | 加仓 |
| DAL | DELTA AIR LINES INC | $997.34万 | 1.03% | 106,485 | 4,212 | 4.1% | $39.45万 | 重新持有 |
| UNH | UNITEDHEALTH GROUP | $1,007.90万 | 1.04% | 24,250 | 24,250 | — | $1,007.90万 | 新建仓 |
| DVN | DEVON ENERGY CORP | $1,010.47万 | 1.04% | 244,547 | 244,547 | — | $1,010.47万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $1,028.14万 | 1.06% | 20,767 | -910 | -4.2% | -$45.05万 | 减仓 |
| GEV | GE VERNOVA | $1,035.87万 | 1.07% | 8,817 | -1,280 | -12.7% | -$150.38万 | 减仓 |
| MTZ | MASTEC INC | $1,042.94万 | 1.08% | 25,067 | -1,043 | -4.0% | -$43.40万 | 减仓 |
| STT | STATE STREET CORP | $1,054.20万 | 1.09% | 62,158 | -1,318 | -2.1% | -$22.35万 | 减仓 |
| RL | RALPH LAUREN CORP | $1,057.84万 | 1.09% | 26,353 | 17,305 | 191.3% | $694.64万 | 重新持有 |
| GLW | CORNING INC | $1,061.80万 | 1.10% | 41,569 | 41,569 | — | $1,061.80万 | 新建仓 |
| AXP | AMERICAN EXPRESS | $1,095.05万 | 1.13% | 32,374 | 31,492 | 3,570.5% | $1,065.22万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $1,128.03万 | 1.17% | 78,005 | 9,549 | 13.9% | $138.09万 | 加仓 |
| CMI | CUMMINS INC | $1,132.65万 | 1.17% | 15,881 | -463 | -2.8% | -$33.02万 | 减仓 |
| MS | MORGAN STANLEY | $1,135.61万 | 1.17% | 54,325 | 21,114 | 63.6% | $441.37万 | 重新持有 |
| AVGO | BROADCOM LIMITED | $1,177.00万 | 1.22% | 31,158 | -14,377 | -31.6% | -$543.09万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,189.56万 | 1.23% | 36,341 | 26,158 | 256.9% | $856.24万 | 加仓 |
| META | META PLATFORMS INC | $1,192.27万 | 1.23% | 21,166 | -2,201 | -9.4% | -$123.98万 | 减仓 |
| ETN | EATON CORP PLC | $1,295.13万 | 1.34% | 30,393 | 318 | 1.1% | $13.55万 | 加仓 |
| MSFT | MICROSOFT CORPORATION | $1,325.20万 | 1.37% | 35,526 | -973 | -2.7% | -$36.30万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,345.18万 | 1.39% | 52,966 | 3,363 | 6.8% | $85.41万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,357.19万 | 1.40% | 31,320 | -4,469 | -12.5% | -$193.66万 | 减仓 |
| AMZN | AMAZON.COM INC | $1,371.73万 | 1.42% | 57,553 | -12,145 | -17.4% | -$289.47万 | 减仓 |
| DIA | DJ INDUSTRIAL ETF | $1,431.15万 | 1.48% | 27,396 | 81 | 0.3% | $4.23万 | 加仓 |
| C | CITIGROUP INC | $1,441.42万 | 1.49% | 102,988 | 28,831 | 38.9% | $403.52万 | 加仓 |
| LLY | ELI LILLY & COMPANY | $1,491.95万 | 1.54% | 12,439 | -1,738 | -12.3% | -$208.46万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR | $1,494.79万 | 1.55% | 31,300 | -537 | -1.7% | -$25.65万 | 减仓 |
| GS | GOLDMAN SACHS | $1,527.24万 | 1.58% | 15,101 | 2,657 | 21.4% | $268.72万 | 加仓 |
| MRK | MERCK & CO INC | $1,547.19万 | 1.60% | 120,404 | 3,814 | 3.3% | $49.01万 | 加仓 |
| CAT | CATERPILLAR INC | $1,600.76万 | 1.65% | 15,032 | 415 | 2.8% | $44.19万 | 加仓 |
| GOOGL | ALPHABET INC A | $1,799.45万 | 1.86% | 50,353 | -17,098 | -25.3% | -$611.03万 | 减仓 |
| SPY | SPDR S&P 500 ETF | $1,909.31万 | 1.97% | 25,568 | -40,064 | -61.0% | -$2,991.81万 | 减仓 |
| NVDA | NVIDIA CORP | $2,082.98万 | 2.15% | 104,102 | -28,063 | -21.2% | -$561.51万 | 减仓 |
| AAPL | APPLE INC | $2,637.87万 | 2.73% | 91,162 | -15,360 | -14.4% | -$444.46万 | 减仓 |